this year? >> well, you know, they are in crisis mode even though housing obviously isn't. but those were december numbers so they are going to show up in fourth quarter gdp which by all practical indications will be less than 2%. gdp isn't big enough even with the return of housing. >> all right. finally, rick, we had some supply coming on in the last couple of weeks. when is that happening. soon? >> we start into that next week. supply in the u.s. continue to move off the shelves rapidly and that's part of the good and bad. it enables constant debt ceiling issues into the future. >> yeah. it's going to coincide with the debate in washington. thanks for helping us tap us. one last note about e-bay. overall pretty good although there was some expectations that the numbers could have been even better given the overall growth trends in mobile and what pay

pal did. the ceo will be on cnbc later on this afternoon. as we hit noon let's get back to headquarters. scott wapner and the "fast money" halftime. carl, thanks so much. welcome to the halftime show. four hours to go until the close. here's where we stan right now on the street. the dow is just about at the highs of the day, up six out of the past seven days. disregard what we're shearing. we're talking about the market because it's higher today and here's what we're following on halftime. banking on the financials. more earnings results are in the books. last year's darlings running out of gas or taking a breath? inside intel the stock is up 8% over the past month. what's the play right now ahead of today's numbers. the traders debate it. first our top story the rally's next leg stocks moving higher on better than expected housing and jobs data but it is enough to keep the market climbing higher.

we're trading today's skgs with dr. jay najarian. joe answer that question. >> of course it is. in a normal environment for markets that don't appreciate calm is good. that's the problem right now. everyone is challenged by the fact it's boring, it's calm, the vix is at 13. spanic auction supposed to blow up. that was good. financials which had between leading sector in 2012, 2013 leading sector again. we'll walk you through the numbers. in terms of eps and sales growth it's spectacular. it will continue network. ten we're treasury 1.86. it's boring pap benign tape. stay with it. >> stephanie next link? >> it will be volatile between now. earnings and the debt ceiling discussion. so expect that. but on the weakness we've been buying and i think when you get data like we did today in housing, again confirming that we're still in very early innings that means earnings

revisions in the housing sector and food chain of financials and consumer as they feel better about home prices, all of that those numbers can eventually go higher and beyond housing i still like industrials because of the global story. i think that there's a lot more that can go. what's interesting today is the early cycle technology stocks. >> baker are you a buyer? >> buying. i think probably see a little bit of consolidation in the short term. for the last five days everybody has been buying on the dip. you'll see a little bit of a pull back. as we go through earnings we'll see more volatile. but buying on the dips. >> doc, you had no position. you took everything off ahead of the debt ceiling or ahead of the fiscal cliff or whatever was going on at that point in time. where your today? >> my toes are back in the water. for the last several weeks i've been buying selectively here and there. i'm still on lie about 25%

invested. in expiration week i'm usually 100%. i'm not as confident but today's move in particular, driving up through the resistance which was somewhere around the 7414, 74 area in the s&p we blew through that. that's a positive sign. and the fact that while apple had been having those sessions where it was down $20 session after session, with that big turn around yesterday, you take a look at it here, nobody would have guessed that apple could be down as much as it had been down over the last several weeks and still the market at record highs. >> why so little love for the market. housing starts today highest since 2008. jobless claims fall more than expected. philly fed market highs of the day. >> my main season in i can get the same exposure to the market without being in the market in the equities themselves through option. somebody on twitter just reached

out to me about doc take a look at next week's 150 calls in the spy. that's not something that institutions trade because they trade in the spx which is ten times bigger, but this nonetheless was a very big trade somebody bought 35,000 of these 150s that expire next week. that's a very bullish bet. they bought two blocks of 35,000. total of 150,000 have traded so far today. a lot of folks are getting that exposure without getting into the etf by virtue of cheap options. >> measured sentiment. what's the harder trade to make. the harder trade is to stay with the market, don't buy as we move higher sore it to say okay we had enough, we'll pick a top, there's concerns out there, the debt ceiling whatever the case may be. i'll go back for a second to goldman sachs. it's one of my largest position. it's bigger now.

why? that's where the pain is. the pain is to the upside. >> 13 times earnings, the market is not exactly expensive particularly when you go back in history and look at interest rates. the multiple was 16, 17 times. you could see multiple expansion if you see underlying economy. >> hello jeremy segal. >> i'm not as bullish as he is. >> multiple expansion. >> absolutely. >> that's why he thinks we'll hit record highs. >> insurance is cheap. you go into dr. j's world. >> our next guest is making a startling prediction on where stocks are about to go. tom fitzpatrick is global head of citi fx technicals. joins us live. welcome. good to have you on. although i'm not sure many people watching now want to hear your prediction. >> it's on leah prediction. >> where do you think we're going?

>> in the short term as your previous commentators we have some lags left. the s&p we just moved to this new high above 4075. very similar to the way we traded in 2007 and 2000. i wouldn't be surprised if there's a little bit of lag here and maybe up towards 1495 for the reason, momentum. momentum came in the first move up from last year and we're seeing a loss of momentum similar to what we saw there. also we're seeing in the big picture, overlays on the dow jones that we're in the levels that we believe we'll peak out in. while there's left on the top side we're on the same page we have been in the last three months we'll peak out around these levels and see a high to down low move probably in excess of 20%. >> you're on an island i'm sure you admit making that kind of a prediction. there are many people who would throw awful lot of more positive signs at you as to why you're

going to be wrong. >> absolutely. i mean if you look at some of the positive signs that have come, it depends on the starting point. housing looks good unless you compare to where we are or in the '70s. if you compare it 2009. but if you compare to it 1999 we're unchanged and below the 2000 and 2007 highs. economy barely grew 1% in the fourth quarter. we have a situation where it could be sluggish in the first quarter. we're up five points on the s&p since december since we had qe3 and the fed indicating they would target unemployment. to us it feels like we're in the stratosphere. >> the market down 20%. isn't that recession you're talking about? >> you got to think there's a danger. doesn't have to be a recession. you have to think there's a

danger. if you look at the dynamics, you look at the consumer confidence numbers which are beginning to roll a little bit, there is a danger that could take place and a lot will depend on the resolution. look at the vix and these low levels on this downward sloping trend line the pattern is very similar to april of 2011. i'm sure you all remember that the stock market held up a little bit longer and turned in may and then between may and august it dropped 22%. what was the biggest factor? the debt ceiling negotiations. >> tom the market really rolled over in the spring of 2011 because trichet stepped over and raised interest rates so monetary policy has a lot to go this as well. do you see any shift in monetary policy globally? >> no. you listen to what chairman bernanke said the fed has no intention of doing anything any time soon in term of i want rates. if things begin to look shaky

again they will get more dovish. the europeans shift ad little bit. in the prior meeting they gave a clear indication they could reduce interest rates and in that instance also seemed to indicate that they could welcome a lower euro and then totally flipped in the last meeting. actually in the last ecb meeting you're getting shades of the same commentary from draghi but it will not support ain't rate move. >> tom, to use a bar fight analogy you're saying to draghi and bernanke let's take it out back. you're willing to put on the gloves and fight the fed, fight the ecb and fight the global central banks that are pumping so much liquidity into the marketplace and keeping a put under the market. >> they are keeping the put under the market. we should respect history. if we look back over history, we constantly find that if what holds the market up is

interference, what holds the market up is a policy that's specifically geared to creating those moves and you don't get the underlying sustainable dynamic and economic pickup it can hold for a period of time but the market will run its own way. since 2009 we had a number of double digit down moves including the 22% down move in 2010 and last year. we sometimes have to divorce the underlying equity market from the underlying economy and in that instance i think at this point in time the on lie thing that's really been driving the equity market up has been the constant actions by the central banks as you said but they pretty much, i believe, used all the bullets at this stage. >> tom, good stuff. provocative stuff certainly. thanks for coming on. tom fitzpatrick. i'm sure you have a bone to pick with that view? >> no. my question was yours. the global easing situation is

impressive. it's every where. it's in china. it's in latin america and europe and europe sounds like they will do more because listen to the headlines just from today. bernanke will stay and do what he is doing until 6.5% unemployment and then if that happens i think you'll have other good things going on in the u.s. economy that they can take their foot off the pedal. i just don't get why you would fight the flobl fed. i think that's one of those powerful stories for 2013. >> that's what makes a market. as bullish of opinion as you may have on where we may go there's going to be somebody on the other side who has many good arguments in their own mind to make. >> yes but there's also the difference of we're all positioned in a certain way. i'm positioned bullishly. i know i can put my head on my pillow at night and bioto sleep knowing i have very easy access to hedge out whatever portfolio or risk or trade risk i might have based on tom's comments. if we do fall origin to roll over into a correction i can

move rather quickly and get the protection i need. >> doc? >> i don't disagree with that. because of the fact that just as joe says, with a vix of right around 13, you're buying protection cheap. you're buying the upside which is what i'm doing, riding without having to protect something i'm buying calls. a lot of these calls really cheap calls, under 20 cents in the spider, in the s&p 500 and you get the performance out of the market without having to have all that cash into market. >> coming up on halftime we'll stay all over on this move in the market. stocks right now are at the highs of the day as the dow moves higher for the sixth day out of the past seven. we're following boeing. the dow moving higher despite boeing. it a rare buying opportunity here or is there more down side ahead? and is america's most valuable stock in the process of bottoming. our traders will make that call. later you asked for it on twitter four stocks that you want to trade.

you told me which ones they were. we'll trade them. we'll have four traders here to show you exactly what to do so stay tuned. r ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology and services to help you solve it. ♪ [ male announcer ] some day, your life will flash before your eyes. make it worth watching. introducing the 2013 lexus ls. an entirely new pursuit.

welcome back. boeing shares just turned positive. the fallout continues for that company after the faa grounds the 787 dreamliner over those battery issues. is the recent selloff a buying opportunity in"fast money" trader and rose capital ceo

joins us now. we talked a lot about this. the stock is hanging around the flat line. somebody out there thinks now is the time to get in? >> i don't think now is the time to get in on boeing. if you look how the stock trade this morning on news that their entire fleet of dreamliner is being grounded it came down to almost picture perfect. hit that level and bounced right up to where a few seconds ago it was positive. i would not jump in on boeing. the reason is this problem is not going to be going away any time soon. the company will announce earnings on the 30th. you have two weeks there. in that time frame, if this turns out to be more of a just, not just a battery issue but more of a design issue on these planes, this is going to to be major hit to boeing. if i saw the stock down in the mid-60s where i thought there was just too much value that's where i would look. i wouldn't be jumping in here. >> you're pretty strict in the

kind of levels you look for. a few dollars can make a difference. >> back a few weeks ago i looked at one plane with smoke and i said hey look $3 or $4 pull back maybe jump into. now you have an entire fleet of planes being grounded. this isn't a one time issue. this is not something going away tomorrow or the next day. this is a much bigger problem for boeing. i need to see it a lot lower. >> doc what kind of unusual activity do you see >> we've been seeing a big surge in volatility which i'm sure you've observed as well because you aspect that, the stock going down 3%, 4% a day. this morning did in fact yesterday traded at 60,000 puts normal is like 6,000. so ten times normal. that continuation this morning carried the stock below 72 in the pre-market trade to about 71.60 which was a november low right around that level and as you said a couple of key technicals just above.

some folks and i took off all my shorts this morning. i don't disagree with you. longer term. in other words if we project out i would not want to be long into the earnings but i was out of my shorts today after it turned from that bottom and as you said just went positive nearly $3 off that bottom. i wish i bought it down there. i didn't. >> me too. >> i'm looking now and somebody put a big trade on out in august before three quarters of a million shares equivalent in the options selling the 65 puts buying the 75 calls. that was somebody brave enough to do it. but the volatility is elevated dramatically. >> right. >> good stuff. we'll talk to you soon. mike murphy for us. >> i think it could be a viable dip. rolls royce had a similar situation. it could be an overreaction. you could start buying it if you're brave. >> i wouldn't buy boeing but i would buy the suppliers. pc p.

we own united technologies. these companies are not making money on the planes they are making money on the service contracts which are very long. importantly i don't think boeing will stop producing these planes. they will build inventory before they stop because there's a learning curve there. as that happens that's good for suppliers. >> bea aerospace is a good name. >> let's talk apple shares are lower after yesterday's nice rebound. america's most valuable company in the process of bottoming, or is more selling coming? that's the key question ahead of next week's earnings report. joe, i'm going to go to you first. i threw the question out on twitter, right, that the stock had such a nice come back yesterday you wondered if it put in a near term bottom. the price action today may make you suggest otherwise. stock was up pre-market now down half a percent. >> what i'm trying to do is not measure my investment in apple on a day-to-day basis. i want to look at where we are after earning and not trade apple.

i don't think that's the right thing to do. however, let me point out, goldman sachs put out an interesting note this morning. on the conviction buy list, 760 price target but then you begin to read the metrics and earnings expectations it's concerning. revenue below the street. 48.5 million iphones. that's not going to get it done to get the bottom that you're looking for. >> credit suisse was out too. said recent reports don't reflect end demand. they are still bullish. >> lastly, one of the things in terms of institutional investing that i think is to the detriment of apple. some things are working. if you pare back your holdings in apple there's plenty of place can you go. multiple home where those floss of capital can see positive return. >> do you think we a bottom or close to it is here? >> i think we're close to it. we're close to the bottom of the

consensus. what a lot of people are doing too is taking the less riskier investment in apple and putting it in high risk names. not just apple. we're starting to see -- remember december was a strong quarter. they will blow through earnings next week. >> southeast folks could have done what we were describing a month ago. people who had losses which were a lot of folks that bought it from 600 all the way down to 500, a lot of those folks have been blowing it out lawsuitly and taking those losses. didn't make sense to take it last year because you want to pay as much in tax last year because the rates were lower for folks in those higher earner brackets. now those same folks have been taking and that's the pressure on apple the last few weeks. >> coupling on halftime it's the fight on the street that everybody is talking about. herbalife is going on the offensive. and oil spiking to four month highs we're heading to the pits to find out crude's next stop.

we're back in two minutes.

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>> welcome back. let's take a look at shares of bank of america. we're trading at the loss of the sees. the company reporting earnings today in a complicated release. way down by billions of dollars in charges related to foreclosure settlements. take a look at the next chart, there's a bit of a head and shoulders and we're breaking dune bit to the right. anybody want to give a comment on that as we look at that chart, bank of america pulling back? >> i think a lot of banks are still great buys. i think you give them a couple of days to rest and get back in. i'm not one of the folks who is a doomsdayer, boy that was the

top you won't see them. they will dpornlt because of what you mentioned, because of the recovery in housing, because of what the gentleman fromiti mentioned as well. >> some pretty good questions on the earnings report and the quality of it, right? >> i think they are all very much viable. >> bank of america was up 73.5% from its low. expenses were higher than expected. >> herbalife shares lower after their fight against activist is expensive. it says it will start buying back stock. herb greenberg has been on story from the beginning. >> the angle i bring you is when i see all of these stories, the company out preannouncing nu skin, all i can say is look we've never been talking about these numbers do they have the cash flow. it's really about what goes into that cash flow, what the model is beneath all of that and that

gets into this issue, i certainly in my own research pointed out in our selling the american dream documentary that is, is it a pyramid scheme or isn't it? when michael johnson the ceo of the company was on our air a week ago with kate kelley he said 90% of the purchases by distributors are for self-consumption. i want to tell you something interesting. talking to a guy today and he's a guy you have to pay attention to. his name is the business school dean at the college of new jersey. he's one of the foremost experts on pyramids. and he co-wrote a paper -- >> not giza. >> he wrote a paper with the economist at the ftc who basically is the guy who goes out and decides this whole issue is it a pyramid scheme or multilevel marketing. what he told me is, those who

purchase the products and distributors become more inactive it's a company selling a business opportunity than a consumer products company. now that can be interpreted in many different ways. i want to say something very clearly here. michael johnson to my face this close to me screaming at me they are not a pyramid scheme. in the end regulators will look at this. >> jim chanos made a statement today that to me sums the whole argument up and it talks about the battle between ackman and loeb. he says it comes down to which guy can prove whether the business is good or not. >> end of story. it's either a good business or it ain't. >> you're right. remember this battle that's going on between these twice has more to do with ego than what they know. there's no way --

>> money is money. >> look, i consider the fight between them a side show, a distraction from what's really important here. look somebody is going to win, somebody will lose. maybe both guys will end up winning. >> it's on the basis chanos says. >> not what the business is good. what that model is actually about. in other words if they come out and say, then the government if they did an investigation said hey this is more about recruiting then selling the product that's an issue. if they come out and say something differently it's not the issue that ackman thought it was. >> herb greenberg. another good day for oil as crude rises more than 1%. let's go to jackie host of cnbc.com futures now. >> oil is trading up to a level it hasn't seen in four months. hats next for black gold. we're talking futures now. we go to the nymex and cme. what's boosting oil today and do

you think it moves higher from here? >> definitely it's a situation in algeria with the hostages boosting oil right now. they produced 2.1 million barrels of oil. positive housing numbers come out this morning and positive job less claims number. on the flip side we do have a very well supplied oil market. >> jim out to you, you've been bearish on oil. is the strength we're seeing changing your mind at all today? >> it definitely has me throwing in the towel. i'm tired of fighting this fight because i've lost. 95 was my level. possibly be a little bit bullish. i don't know whether it's algeria, sanctions in iran or strong economic data something is driving this market higher. my inclinton acceleration is neutral. maybe i'm a bull now. >> maybe it's a weaker dollar. go down the list of reasons why. maybe that's it. >> the weaker dollar, i i think that could be the truth. some of the strength we're

seeing in gold. $is weaker than it's being perceived because of the japanese and because of engrand convo luting that whole story. that could be it as well, scott. >> at that lot of factors to consider. what about you? how soon before oil breaks $100 a barrel. head to futuresnow.cnbc.com. tune into this one because we'll talk housing with robert schiller of the kay schiller index. big day for house. he's ready to make a dramatic call at 1:00 p.m. today. >> we look forward to that. coming up at halftime, bank of america and citi both lower after posting their results. is the run over for the banks or just paugs. we'll ask kevin holt if he's betting his $17 billion on the financials. later you asked for it on twitter with plays on four stocks that you want to know how to trade.

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welcome back. both citi and bank of america posting lower earnings. tough day for our next guest who manages more than $17 billion in assets. kevin holt is live in houston. kevin, welcome to the show. i'm sure you're weathering this day all right? >> it's been a busy morning going through the earnings, but, yeah. i think the stories are in tact. banks had a good run in the last six months. but i personally am of belief we're in the second or third

inning of a multiyear move of these stocks. >> that's code word for buying opportunity. >> yeah. i would say if you look at particularly at citi earnings today, investors were a little bit concerned that, you know, reserve releases were a bit lower than what maybe the street had expected but if you take a step back and you look at the big picture, citi's loan reserve loss ratio was 8%. so that gives them a lot of fuel to release reserves over the future. they are ultraconservative. i much rather have a bank being ultraconservative because they are going to be able to release these reserves over the next one, two, three, four years. >> kevin, good to see you. i have a question on c and i loans. all the companies that have reported have posted pretty good c and i results. seeing how this is a leading indicator for the consumer when do you think we'll see this translate into better consumer

growth, consumer lending? >> yeah. i think, you know, c and i has been steady. i wouldn't say it's robust. it's been steady. in terms of the consumer, hopefully they are at a point, either use the mortgage market as kind of an indicator, we're starting to see some renewed activity in terms of home buying. so i think the consumer loans hopefully will come over time. but do i think we're in a sustained low growth environment bust that's one of the things that intrigues me about the bank because of the excess capital they have. >> kevin, real quick before i let you go. you definitely made the call here that of the financials as a group you like the money centers far better than the rest? >> yeah. the valuation of the money centers primarily because they are exposed to the capital markets and with volcker rules and some of the issues that happened in 2008 those were the

banks that were more susceptible. a stock like citi group, we have in a low growth environment. earning $55 billion of excess capital. 45% of the market gap they can payback. the fed will restrict them in terms of the progress or how quickly they can do it but i would argue it's hard to find a large cap stock that can buy back or pay divisives of 40%, 45% of its market cap. >> kevin good to talk to you. that was for spending some time with us on halftime today. >> appreciate it. >> kevin holt. biggest pops and drop. blackrock is getting a nice pop today. >> company report ad great number. 24 cents above plan. they also announce ad dividend increase better than expected and a buy back. inflows are also being seen. good story. this is the one to own. >> what's going on with lenard. >> i missed this home builder

trade. screwed that one up. i'm not of the opinion either of these trade you move to the sidelines. >> netflix. >> netflix looks good too. netflix, big rumor out yesterday about big sellers in the stock. also the announcement that coin star is lunching streaming. >> we wanted to see if you could hit the curve. >> die miss it? >> you did. >> cvs? >> cvs hits an all time high today, judge. blows through the ten year numbers and everything to the upside. the news is, of course, they are putting out, their outdoor advertising into a wreath and spinning it off to a separate company. >> a drop for getting lost sometimes your gps device as all of us know. a woman in belgium went to pick

up a friend in brussels but became suspicious when she passed signs in french and croation. the woman said she was distracted and didn't realize she reached croatia two days later. >> just get lost and you'll figure it out. >> two days 90 miles. >> she has bigger miles than gps. . >> the dow component hitting an all time high. it time to break up with this winner. a round of hold 'em fold 'em. ♪

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reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of remission? ♪ whatever your business challenge, dell has the technology and services to help you solve it. good day everyone. coming up at the top of the hour on "power lunch" how much of a blow is boeing taking not on lie to its p and l but to its reputation. we'll talk to an analyst who is getting increasingly bearish. from boeing and to other brands. does an armstrong apology make any difference for his image or

is he just the east and is washington debt song and dance hurting the economy. we'll ask the ceo of lowe's. meantime back to scott and the halftime crew. >> intel underperformed in the market last year but reversed course. the stock is up 7%. will tonight's earnings keep the turn around intact. doc is the bull. joe is the bear. we'll debate it. we have 90 seconds. >> gartman, the research firm as well as idc say i.t. spending will be up. i think the turn around in europe will help. lexington chip the chip in smartphones that's going to be big. i think also we're going see the cloud tv beat april told the market with the cloudtv and set top box whatever apple end up doing intel will steal the thunder. that's another reason to own it. >> it sounds good. what you want to do get out of

intel before earnings tonight. why? the stock is highly correlated with gross margins. gross margins continue to decline. they have to guide those margins even lower. why? cap x and qe3 second highest on record. low utilization. low inventory. their contribution to smartphones and tablets their market share is basically this right now. it's controlled. >> that new chip they got. >> that more geared more towards actual trabook. not the matter phone. it's not -- >> those are the ones in emerging markets. >> they are not making any inroads with qualcomm. where is the business model and what's driving the earnings right now and get to you $1.94 of historical valuation it's about that 90% market share and traditional processors and intel has been very slow.

they did a poor job. no enthusiasm on telling us how those chips will penetrate in smartphone tablets. >> last word, doc. >> the ivy bridge along with their new chip introduced between april and june will be huge and that's the tablet market that skroe is talking about. >> stephanie who made the more compelling argument on intc. >> i think joe is right they will guide gross margins down and if the stock is weak that's when you want to buy it. news is known in terms of pcs and excess capacity and there's growth opportunity in the cloud and in data center for them where expectations are very low and still a 94% share in the server market. >> the jury forewoman has spoken. >> joe did a great job. i go with doc. intel beats earnings tonight. just as a trade buy it before the close. >> sometimes it's tough to buy the losers and sell the winners. stocks hitting new highs first up is j and j trading at record

levels up 12% over the past year. what do you do? >> johnson & johnson, nice little yield, 3.5%. selling is expensive. trading at 24 times earnings compared to the s&p trading at ten times earnings. bunch of lawsuits. stay away from it. >> next up is lowe's. the stock is at a record high. 37% up over the past year so what do you do? >> i like housing. i would love to like this name. but at 18 times forward estimates i think the stock had a nice run. the restructuring story has played out. they had a merchant head that worries me. they are spending a ton of money on e commerce. not a lot of competition from e commerce. i am not sure why they are spending so much. >> should you bet on a strong chinese economic recovery. we'll place our bets ahead of that country's gdp report tonight. a market moving report. you asked for it. our traders are here with answers. that's next on halftime.

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it's hard when there's a disconnect like this between australia and china, china showing better than expect numbers. i want to sell aussie. right around these levels around 105.75. look for at least 100 to 150 points on the down side. >> good stuff, andy. we'll talk to you soon. >> thanks. >> andy bush. you can catch more currency trading tomorrow and every friday night at 5:30 p.m. when you ask, we deliver here on halftime. four stocks let up my timeline on twitter. first up broadcom. >> i like it a lot. the company raised their fwidance and the stock hasn't

done very much. this is an apple play but a samsung and lucent play as well. those are their top customers. they have great technology in 2013 and '14. >> anadarko. >> you're seeing a step up in gulf of mexico deepwater drilling that's favorable for anadarko. a nice stake in mozambique field. >> underarmor. >> avoid it. we had a warmer than normal winter. lulu has just come in. >> hain celestial. >> i like the way that it's been bouncing back here and because, you know, 70 some-odd dollar

trading in the 30s. climbing back because the consumers are going to be spend forge their products going forward and i think that's reflected in this nearly $3 gain it's got going on today. >> do your best toeep sending them through. we'll get to as many as we can as we make it a regular segment. take a look at the dow. we're nearing a triple digit gain. the dow is up for the six frt time in the last seven days, gain of 92 points, 13,603 is where the industrials currently sit. gold is getting a bump today. we'll be right back.

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